Facts of the Case
- M/s Dhoomketu Builders & Development Pvt. Ltd. was incorporated
on 22.08.2005 and engaged in the business of real estate development.
- The assessee was a wholly owned subsidiary of DLF Ltd.
- During Assessment Year 2006–07, the assessee borrowed ₹186 crores
from DLF Ltd.
- The borrowed amount was deposited as earnest money for
participating in a tender floated by the Official Liquidator of Karnataka
High Court for acquisition of 140 acres of land belonging to NGEF Ltd.
- The assessee was unsuccessful in acquiring the land.
- Consequently, the earnest money was refunded along with interest
amounting to ₹62,28,333.
- Interest of ₹1,79,37,534 was payable by the assessee to DLF Ltd. on
borrowed funds.
- The difference amounting to ₹1,17,12,473 was claimed as business
loss and sought to be carried forward.
Issues
Involved
- Whether participation in a tender process and payment of earnest
money constituted "setting up" of business under Section 3 of
the Income Tax Act, 1961?
- Whether the assessee could claim the difference between interest
received and interest paid as business loss?
- Whether actual acquisition of land is necessary before a real
estate business can be regarded as set up?
- Whether expenses incurred before actual commencement of business
are allowable deductions?
Petitioner’s
Arguments (Revenue)
- Mere participation in a tender process and deposit of earnest money
cannot amount to setting up of business.
- The business of real estate development can be considered set up
only after actual acquisition of land.
- Since the assessee failed to acquire land, business activities had
not commenced during the relevant year.
- The tax auditor himself stated that business activities had not
commenced.
- Therefore, interest income should be assessed under "Income
from Other Sources" and no business loss should be allowed.
Respondent’s
Arguments (Assessee)
- The business stood set up when the assessee took concrete steps
toward acquisition of land.
- Borrowing funds and depositing earnest money constituted business
activities directed toward its core business objectives.
- Actual acquisition of land was not relevant for determining setting
up of business.
- Setting up of business may precede actual commencement of business
activities.
- Failure of business efforts cannot determine whether business has
been set up.
Court
Findings / Order
The Delhi High Court upheld the Tribunal's order
and dismissed the Revenue's appeals.
The Court held:
- The expression "setting up" is distinct from
"commencement" of business.
- A business can be considered set up when it is established and
ready to commence operations.
- Participation in a tender process for land acquisition was a
business activity integral to the assessee's real estate business.
- Borrowing funds and depositing earnest money were concrete steps
showing readiness to commence business.
- Actual acquisition of land is not mandatory for establishing that
business has been set up.
- Expenditure incurred after setting up and before commencement may
qualify for deduction.
- No substantial question of law arose for consideration under
Section 260A.
Revenue appeals were accordingly dismissed.
Important
Clarification
The Court clarified an important distinction:
"Setting up of business" and
"Commencement of business" are two separate concepts.
A business may be treated as set up even before
actual operations commence if the assessee has taken substantive steps
demonstrating readiness to undertake business activities.
The Court further clarified that actual success in
business efforts is not a prerequisite for establishing that business has been
set up.
Sections
Involved
- Section 3 of the Income Tax Act, 1961 – Previous Year and Setting Up of Business
- Section 57(iii) of the Income Tax Act, 1961 – Deduction from Income from Other Sources
- Section 260A of the Income Tax Act, 1961 – Appeal before High Court on Substantial Question of Law
Link to download the order - https://delhihighcourt.nic.in/app/case_number_pdf/2013:DHC:2028-DB/RVE23042013ITA5282012.pdf
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